This article will show you how to send a link to customers for a Sales Presentation.
1. Access Sales Presentation Setup
Navigate to Setup > Leads > Presentations.
After accessing the presentations area click on the presentation that you wish to have the URL to send to the client.
Copy and Paste the Online URL into the email that you're sending to the client. Please make sure to have the Anonymous access allowed switched to Yes in order for a client to able to access the presentation from their location.
Frequently Asked Questions:
1. If I send this link to a brand new client outside of ClubReady, what happens?
Once the client clicks and fills out the link to the presentation a new profile is added into ClubReady and client can now be found in the prospects tab.
2. How do I see the forms filled out in a client's profile once they have completed a presentation?
You can view any completed forms from the presentations by going to the client's profile and clicking on Files.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access presentations setup